Institutions Starting with &quot;C&quot; (1259 funds)

Consilium Wealth Advisory, LLC

CIK 0001904906

Total reported value

$336.9M

101 stks

2026-06-30

Concentration16.5

Portfolio Stability23.6

Sector conviction69.9

Core Alternative Capital

CIK 0001776878

Total reported value

$334.2M

201 stks

2026-06-30

Concentration8.2

Portfolio Stability19.8

Sector conviction48.2

Carnick & Kubik, LLC

CIK 0001555900

Total reported value

$333.7M

1,014 stks

2016-03-31

Stale — no recent filing

Concentration3.2

Portfolio Stability79.0

Sector conviction46.3

Costello Asset Management, INC

CIK 0001760145

Total reported value

$333.2M

710 stks

2026-06-30

Concentration13.9

Portfolio Stability24.9

Sector conviction48.5

Canopy Partners, LLC

CIK 0001960860

Total reported value

$332.4M

256 stks

2026-06-30

Concentration7.1

Portfolio Stability20.2

Sector conviction60.1

Court Place Advisors, LLC

CIK 0001566113

Total reported value

$332.1M

147 stks

2025-09-30

Stale — no recent filing

Concentration11.6

Portfolio Stability19.6

Sector conviction66.3

Crow's Nest Holdings LP

CIK 0001898772

Total reported value

$330.7M

11 stks

2026-06-30

Concentration52.8

Portfolio Stability40.9

Sector conviction69.7

Cloverfields Capital Group, LP

CIK 0001819581

Total reported value

$330.6M

90 stks

2026-06-30

Concentration7.1

Portfolio Stability31.6

Sector conviction42.3

Camarda Financial Advisors, LLC

CIK 0001536444

Total reported value

$330.6M

122 stks

2026-06-30

Concentration8.6

C Partners Holding GmbH

CIK 0001634083

Total reported value

$329.9M

15 stks

2026-06-30

Concentration53.6

Portfolio Stability29.5

Sector conviction68.3

Clear Perspective Advisors, LLC

CIK 0001704677

Total reported value

$329.5M

181 stks

2021-12-31

Stale — no recent filing

Concentration19.5

Sector conviction59.7

Cardinal Point Wealth Management Partners, LLC

CIK 0001909054

Total reported value

$329.2M

80 stks

2023-03-31

Stale — no recent filing

Concentration54.3

Sector conviction73.9

Clearbridge, LLC

CIK 0000820330

Total reported value

$328.7M

88 stks

2018-12-31

Stale — no recent filing

Concentration11.1

Portfolio Stability36.0

Sector conviction79.5

Capital Investment Management, Inc.

CIK 0002124549

Total reported value

$326.4M

132 stks

2026-06-30

Concentration17.3

Portfolio Stability16.3

Sector conviction64.1

Cook Street Consulting, Inc.

CIK 0001916464

Total reported value

$325.6M

2 stks

2024-03-31

Stale — no recent filing

Curio Wealth, LLC

CIK 0002049201

Total reported value

$322.3M

78 stks

2026-06-30

Concentration36.8

Sector conviction81.3

Charles-Lim Capital Ltd

CIK 0001634255

Total reported value

$319.4M

6 stks

2026-06-30

Portfolio Stability34.2

Centerline Wealth Advisors, LLC

CIK 0001802059

Total reported value

$319.2M

79 stks

2026-06-30

Concentration16.2

Chanos & Co LP

CIK 0001446440

Total reported value

$318.2M

32 stks

2023-09-30

Stale — no recent filing

Chaney Capital Management, Inc.

CIK 0002012041

Total reported value

$318.1M

45 stks

2026-06-30

Concentration45.2

Portfolio Stability12.6

Sector conviction85.1

Cambridge Financial Group, LLC

CIK 0002085256

Total reported value

$317.6M

155 stks

2026-06-30

Concentration16.7

Sector conviction54.1

Chautauqua Capital Management

CIK 0001564721

Total reported value

$316.6M

26 stks

2015-12-31

Stale — no recent filing

Concentration32.2

Portfolio Stability15.3

Sector conviction93.5

Ceros Financial Services Inc.

CIK 0001536022

Total reported value

$316.0M

192 stks

2019-03-31

Stale — no recent filing

Concentration25.5

Sector conviction91.7

Cypress Funds LLC

CIK 0001081198

Total reported value

$314.1M

14 stks

2026-06-30

Concentration34.6

Sector conviction89.8

Centennial Bank/AR/

CIK 0001994744

Total reported value

$310.7M

341 stks

2026-06-30

Concentration7.2

Portfolio Stability22.2

Sector conviction51.6

Claar Advisors LLC

CIK 0001593410

Total reported value

$310.4M

17 stks

2026-06-30

Portfolio Stability17.7

Sector conviction64.9

Carlton Hofferkamp & Jenks Wealth Management, LLC

CIK 0001510870

Total reported value

$310.2M

144 stks

2026-06-30

Concentration12.0

Portfolio Stability9.2

Sector conviction38.9

Cutler Group LLC / CA

CIK 0001534270

Total reported value

$307.3M

2,928 stks

2024-03-31

Stale — no recent filing

Concentration3.0

Sector conviction51.2

Compass Capital CORP /ma/ /adv

CIK 0000749763

Total reported value

$307.3M

205 stks

2026-06-30

Concentration7.5

Portfolio Stability28.5

Sector conviction82.9

Contrarian Capital Management, L.l.c.

CIK 0001050417

Total reported value

$306.1M

19 stks

2026-06-30

Concentration76.0

Portfolio Stability39.3

Sector conviction93.0

Cornerstone Financial Partners, LLC

CIK 0001665445

Total reported value

$306.0M

130 stks

2017-12-31

Stale — no recent filing

Concentration9.9

Portfolio Stability42.0

Sector conviction53.2

Carroll Advisory Group, LLC

CIK 0002108684

Total reported value

$304.5M

93 stks

2026-06-30

Concentration18.3

Portfolio Stability19.2

Carmel Capital Partners, LLC

CIK 0001900481

Total reported value

$303.3M

148 stks

2026-06-30

Concentration15.9

Sector conviction53.6

Chiron Investment Management, LLC

CIK 0001688882

Total reported value

$300.3M

86 stks

2024-12-31

Stale — no recent filing

Concentration9.1

Sector conviction52.5

Caerus Investment Advisors, LLC

CIK 0001862682

Total reported value

$300.3M

339 stks

2026-06-30

Portfolio Stability51.8

Sector conviction46.9

Continuum Wealth Advisors, LLC

CIK 0001966482

Total reported value

$296.3M

82 stks

2026-06-30

Concentration32.6

Portfolio Stability39.1

Sector conviction92.8

Copper Rock Capital Partners, LLC

CIK 0001352543

Total reported value

$296.1M

54 stks

2020-09-30

Stale — no recent filing

Concentration11.4

Portfolio Stability90.5

Cornerstone National Bank & Trust Co

CIK 0002104293

Total reported value

$295.9M

276 stks

2026-06-30

Concentration14.7

Portfolio Stability32.6

Sector conviction87.2

Colrain Capital LLC

CIK 0001216093

Total reported value

$295.3M

25 stks

2026-06-30

Concentration29.9

Sector conviction53.0

Clarus Group, Inc.

CIK 0001844568

Total reported value

$295.0M

127 stks

2026-06-30

Concentration26.7

Portfolio Stability14.4

Sector conviction72.9

Colorado Capital Management, Inc.

CIK 0001664147

Total reported value

$293.1M

101 stks

2026-06-30

Concentration11.4

Portfolio Stability12.3

Sector conviction96.1

Cowen Prime Advisors LLC

CIK 0001875920

Total reported value

$290.4M

229 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Codex Capital Asset Management L.L.C.

CIK 0002030542

Total reported value

$288.9M

33 stks

2026-06-30

Concentration22.7

Portfolio Stability18.5

Sector conviction64.1

Crux Wealth Advisors

CIK 0002054270

Total reported value

$288.5M

192 stks

2026-06-30

Concentration6.0

Portfolio Stability15.7

Sector conviction51.7

Concord Asset Management LLC

CIK 0001275124

Total reported value

$288.4M

57 stks

2014-12-31

Stale — no recent filing

Concentration12.5

Portfolio Stability13.4

Sector conviction49.0

Cambridge Financial Group, Inc.

CIK 0001334199

Total reported value

$287.4M

33 stks

2026-06-30

Concentration13.7

Portfolio Stability22.0

Sector conviction49.2

Choice Wealth Advisors LLC

CIK 0001842357

Total reported value

$285.0M

35 stks

2026-06-30

Concentration27.1

Portfolio Stability17.7

Cumberland Advisors Inc

CIK 0001255435

Total reported value

$283.8M

49 stks

2026-06-30

Concentration31.9

Portfolio Stability12.9

Sector conviction62.5

Capstone Wealth Management Group, LLC

CIK 0001923052

Total reported value

$283.6M

96 stks

2026-06-30

Concentration13.6

Portfolio Stability52.0

Carmichael Hill & Associates, Inc.

CIK 0001730295

Total reported value

$282.0M

776 stks

2024-09-30

Stale — no recent filing

Concentration7.3

Sector conviction62.0

Chicago Wealth Management, Inc.

CIK 0001592178

Total reported value

$281.9M

63 stks

2026-06-30

Concentration15.6

Portfolio Stability70.1

Sector conviction82.0

Clarity Capital Partners LLC

CIK 0002012239

Total reported value

$280.0M

113 stks

2025-06-30

Stale — no recent filing

Concentration47.1

Clinton Group Inc

CIK 0001134119

Total reported value

$279.3M

180 stks

2018-09-30

Stale — no recent filing

Concentration5.4

Sector conviction72.5

Campbell Capital Management Inc

CIK 0000826794

Total reported value

$278.8M

37 stks

2026-06-30

Concentration36.9

Portfolio Stability36.3

Sector conviction98.2

Cresta Advisors, Ltd.

CIK 0001947670

Total reported value

$278.6M

54 stks

2026-06-30

Concentration26.0

Portfolio Stability16.4

Sector conviction98.7

Cordant, Inc.

CIK 0001830942

Total reported value

$277.6M

353 stks

2026-06-30

Concentration26.9

Creekside Partners

CIK 0002035951

Total reported value

$276.1M

193 stks

2026-06-30

Concentration6.9

Portfolio Stability14.9

Sector conviction69.5

Cowen Prime Services LLC

CIK 0001543830

Total reported value

$275.7M

167 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability97.9

Sector conviction71.2

CPV Partners, LLC

CIK 0001763844

Total reported value

$274.4M

5 stks

2026-06-30

Portfolio Stability26.2

Cloud Capital Management, LLC

CIK 0002060492

Total reported value

$274.1M

126 stks

2026-06-30

Concentration17.1

Portfolio Stability19.3

Chris Bulman Inc

CIK 0002032404

Total reported value

$273.8M

165 stks

2026-06-30

Concentration11.8

Portfolio Stability23.8

Cassady Schiller Wealth Management, LLC

CIK 0001904425

Total reported value

$272.7M

1,148 stks

2024-12-31

Stale — no recent filing

Concentration22.5

Sector conviction54.5

Cascades Capital Asset Management, LLC

CIK 0002035512

Total reported value

$270.4M

168 stks

2026-06-30

Concentration16.1

Portfolio Stability20.4

Sector conviction77.0

Citrine Capital LLC

CIK 0002053242

Total reported value

$270.2M

60 stks

2026-06-30

Concentration55.9

Portfolio Stability20.7

Cedrus LLC

CIK 0001992810

Total reported value

$269.9M

182 stks

2024-09-30

Stale — no recent filing

Concentration8.6

Sector conviction42.7

Christopher J. Hasenberg, Inc

CIK 0001989869

Total reported value

$269.1M

228 stks

2025-06-30

Stale — no recent filing

Concentration21.4

Sector conviction62.6

Cordgrass Capital Advisors, LLC

CIK 0001912040

Total reported value

$268.4M

225 stks

2026-06-30

Sector conviction43.2

Carnegie Lake Advisors LLC

CIK 0002043591

Total reported value

$268.2M

168 stks

2026-06-30

Concentration7.5

Portfolio Stability17.6

Sector conviction40.5

CG Asset Management LLC

CIK 0001599444

Total reported value

$268.1M

139 stks

2016-12-31

Stale — no recent filing

Concentration7.0

Portfolio Stability31.0

Sector conviction49.3

Capital Directions Investment Advisors, LLC

CIK 0001427684

Total reported value

$268.0M

240 stks

2022-12-31

Stale — no recent filing

Concentration36.6

Sector conviction51.2

Compass Financial Services Inc

CIK 0002039088

Total reported value

$267.5M

57 stks

2026-06-30

Concentration24.5

Portfolio Stability15.2

Sector conviction70.2

Caldwell Sutter Capital, Inc.

CIK 0000702007

Total reported value

$265.2M

930 stks

2026-06-30

Concentration4.2

Portfolio Stability19.5

Sector conviction44.2

Catapult Capital Management LLC

CIK 0001426823

Total reported value

$264.5M

151 stks

2015-09-30

Stale — no recent filing

Concentration5.6

Sector conviction92.7

Corecam Pte. Ltd.

CIK 0002106977

Total reported value

$264.1M

82 stks

2026-06-30

Concentration17.9

Portfolio Stability40.8

Sector conviction60.8

Cambridge Capital Management, LLC

CIK 0002078994

Total reported value

$263.0M

47 stks

2026-06-30

Concentration32.0

Portfolio Stability13.2

Sector conviction82.8

Cedar Hill Associates, LLC

CIK 0001434641

Total reported value

$261.0M

108 stks

2018-12-31

Stale — no recent filing

Concentration8.3

Portfolio Stability65.1

Sector conviction53.2

Clarus Wealth Advisors

CIK 0001730149

Total reported value

$259.5M

86 stks

2026-06-30

Concentration11.1

Portfolio Stability24.6

Sector conviction70.8

Cherokee Insurance Co

CIK 0002077903

Total reported value

$259.1M

124 stks

2026-06-30

Concentration8.3

Sector conviction39.8

Cottage Street Advisors LLC

CIK 0001665302

Total reported value

$258.6M

149 stks

2026-06-30

Concentration8.8

Portfolio Stability19.6

Sector conviction52.5

Country Fund Management

CIK 0001410255

Total reported value

$257.5M

69 stks

2013-09-30

Stale — no recent filing

Concentration7.4

Portfolio Stability26.2

Sector conviction66.1

Columbia Partners L.l.c. Investment Management

CIK 0001009215

Total reported value

$257.0M

114 stks

2018-12-31

Stale — no recent filing

Portfolio Stability64.8

Sector conviction70.7

Cleararc Capital Inc

CIK 0001167553

Total reported value

$256.7M

305 stks

2019-12-31

Stale — no recent filing

Concentration4.8

Portfolio Stability31.3

Sector conviction48.6

CNB Bank

CIK 0001732074

Total reported value

$256.6M

641 stks

2026-06-30

Concentration7.9

Portfolio Stability16.7

Sector conviction53.7

Corigliano Investment Advisers, LLC

CIK 0002031771

Total reported value

$255.9M

37 stks

2026-03-31

Concentration19.7

Causey Wealth LLC

CIK 0002132639

Total reported value

$255.8M

83 stks

2026-06-30

Concentration13.9

Portfolio Stability12.5

Sector conviction96.6

Carolina Wealth Advisors, LLC

CIK 0001786411

Total reported value

$255.1M

278 stks

2026-06-30

Concentration10.0

Sector conviction47.3

Crossvault Capital Management LLC

CIK 0001599468

Total reported value

$254.2M

75 stks

2022-06-30

Stale — no recent filing

Concentration12.6

Sector conviction50.6

Cherry Creek Investment Advisors, Inc.

CIK 0001877829

Total reported value

$254.1M

128 stks

2026-06-30

Concentration11.7

Sector conviction71.8

Cane Capital Partners, LLC

CIK 0002086121

Total reported value

$252.9M

133 stks

2026-06-30

Concentration10.3

Sector conviction64.6

Central Asset Investments & Management Holdings

CIK 0001583672

Total reported value

$252.7M

20 stks

2026-06-30

Concentration82.4

Portfolio Stability98.5

CHI Advisors LLC

CIK 0001791468

Total reported value

$252.3M

28 stks

2023-09-30

Stale — no recent filing

Concentration40.4

Christensen, King & Associates Investment Services, Inc.

CIK 0002032544

Total reported value

$251.7M

108 stks

2026-06-30

Concentration18.7

Portfolio Stability11.7

Client First Capital LLC

CIK 0001822065

Total reported value

$251.1M

28 stks

2026-06-30

Concentration46.0

Portfolio Stability12.3

Sector conviction62.3

Claraphi Advisory Network, LLC

CIK 0001724134

Total reported value

$251.1M

157 stks

2022-12-31

Stale — no recent filing

Concentration7.2

Sector conviction57.3

Compass Wealth Management, LLC/GA

CIK 0002076480

Total reported value

$250.9M

74 stks

2026-06-30

Concentration18.6

Portfolio Stability25.5

Cascade Wealth Advisors, Inc

CIK 0002018936

Total reported value

$248.9M

61 stks

2026-06-30

Concentration15.8

Portfolio Stability13.2

Cunning Capital Partners, LP

CIK 0001571075

Total reported value

$247.8M

55 stks

2026-06-30

Concentration15.9

Portfolio Stability27.7

Sector conviction98.6

Councilor Wealth, LLC

CIK 0002052759

Total reported value

$247.2M

88 stks

2026-06-30

Concentration11.2

Portfolio Stability19.0

Sector conviction73.0

C M Bidwell & Associates LTD

CIK 0001091860

Total reported value

$244.6M

495 stks

2026-06-30

Concentration12.8

Portfolio Stability18.4

Sector conviction64.6

Condorcet Global Opportunity Fund, LLC

CIK 0001605541

Total reported value

$241.9M

32 stks

2014-12-31

Stale — no recent filing

Concentration22.7

Curry Webb Wealth Management LLC

CIK 0002060114

Total reported value

$241.5M

67 stks

2026-06-30

Concentration25.6

Sector conviction77.2

Cobblestone Asset Management LLC

CIK 0001994512

Total reported value

$239.8M

74 stks

2026-06-30

Concentration24.4

Portfolio Stability41.3

Sector conviction46.8

Cerity Partners Retirement Plan Advisors LLC

CIK 0002128338

Total reported value

$239.4M

34 stks

2026-06-30

Concentration61.3

Portfolio Stability46.2

Cna Financial CORP

CIK 0000021175

Total reported value

$239.0M

18 stks

2026-06-30

Concentration26.6

Portfolio Stability86.3

Sector conviction49.1

CDC Financial, Inc.

CIK 0002077836

Total reported value

$238.8M

53 stks

2026-06-30

Concentration27.5

Portfolio Stability78.5

Sector conviction76.8

Carl P. Sherr & Co., LLC

CIK 0001818535

Total reported value

$238.6M

134 stks

2026-06-30

Concentration10.9

Portfolio Stability16.9

Sector conviction57.6

Clarity Capital Advisors, LLC

CIK 0002011219

Total reported value

$238.5M

95 stks

2026-06-30

Concentration13.9

Portfolio Stability11.4

City National Bank Of Florida /msd

CIK 0000709447

Total reported value

$238.5M

160 stks

2026-06-30

Concentration25.4

Sector conviction57.4

Collaborative Wealth Managment Inc.

CIK 0001896419

Total reported value

$238.4M

171 stks

2026-06-30

Concentration13.0

Sector conviction98.1

Cynosure Advisors, LLC

CIK 0001743636

Total reported value

$238.4M

13 stks

2018-09-30

Stale — no recent filing

Concentration97.5

Portfolio Stability50.0

CWH Capital Management, Inc.

CIK 0001598348

Total reported value

$238.0M

92 stks

2020-12-31

Stale — no recent filing

Concentration12.8

Portfolio Stability39.8

Sector conviction49.4

Cornerstone Select Advisors, LLC

CIK 0002055366

Total reported value

$237.6M

149 stks

2026-06-30

Concentration8.3

Sector conviction93.9

Client First Investment Management LLC

CIK 0002018284

Total reported value

$237.3M

28 stks

2026-06-30

Portfolio Stability73.3

Crestview Partners III GP, L.P.

CIK 0001703027

Total reported value

$237.2M

1 stks

2026-06-30

Portfolio Stability27.8

Continental Advisors LLC

CIK 0001277779

Total reported value

$236.9M

50 stks

2026-06-30

Concentration27.9

Portfolio Stability27.4

Compass Financial Group, Inc.

CIK 0001666910

Total reported value

$236.7M

51 stks

2026-06-30

Concentration20.7

Portfolio Stability12.4

Chelsea Counsel Co

CIK 0001276755

Total reported value

$236.1M

237 stks

2026-06-30

Concentration13.2

Portfolio Stability27.5

Sector conviction47.2

Ceera Investments, LLC

CIK 0001860698

Total reported value

$235.9M

101 stks

2026-06-30

Concentration12.3

Portfolio Stability36.6

Sector conviction60.2

CMG Global Holdings, LLC

CIK 0001839445

Total reported value

$235.8M

100 stks

2026-06-30

Concentration12.7

Sector conviction66.1

Crestview Partners II GP, L.P.

CIK 0001505639

Total reported value

$234.8M

3 stks

2026-06-30

Portfolio Stability38.0

Core Wealth Partners LLC

CIK 0001965078

Total reported value

$234.7M

191 stks

2026-06-30

Concentration9.0

Sector conviction61.7

Cura Wealth Advisors, LLC

CIK 0002056729

Total reported value

$234.3M

140 stks

2026-06-30

Concentration47.4

Portfolio Stability16.2

Clear Rock Advisors, LLC

CIK 0001810372

Total reported value

$234.0M

70 stks

2024-06-30

Stale — no recent filing

Concentration17.1

Sector conviction52.6

Carroll Investors, Inc

CIK 0001911400

Total reported value

$234.0M

31 stks

2026-06-30

Concentration33.9

Portfolio Stability30.6

Cooper/haims Advisors, LLC

CIK 0001654033

Total reported value

$232.4M

116 stks

2026-06-30

Concentration25.1

Portfolio Stability13.8

Sector conviction90.5

Cupps Capital Management, LLC

CIK 0001422219

Total reported value

$231.0M

177 stks

2016-09-30

Stale — no recent filing

Concentration4.9

Portfolio Stability84.8

Sector conviction94.0

CarsonAllaria Wealth Management, Ltd.

CIK 0001900946

Total reported value

$230.8M

71 stks

2026-06-30

Concentration24.1

Sector conviction61.1

Cooper Capital Advisors LLC

CIK 0001957878

Total reported value

$230.6M

41 stks

2026-06-30

Concentration22.3

Portfolio Stability60.5

Sector conviction71.4

Catalys Pacific, LLC

CIK 0002011385

Total reported value

$229.5M

2 stks

2026-06-30

Catherine Avery Investment Management LLC

CIK 0002103454

Total reported value

$229.0M

168 stks

2026-06-30

Concentration10.6

Portfolio Stability26.8

Sector conviction43.9

Capital Square, LLC

CIK 0001798736

Total reported value

$227.5M

241 stks

2026-06-30

Concentration5.4

Portfolio Stability20.1

Sector conviction38.9

Castleview Partners, LLC

CIK 0001737088

Total reported value

$227.5M

223 stks

2026-06-30

Concentration9.1

Portfolio Stability35.2

Sector conviction44.4

Croban

CIK 0001694663

Total reported value

$226.9M

81 stks

2026-06-30

Concentration10.7

Portfolio Stability42.5

Sector conviction50.2

Cairn Investment Group, Inc.

CIK 0001800358

Total reported value

$226.7M

65 stks

2026-06-30

Concentration15.6

Sector conviction49.7

Charter Capital Management, LLC\DE

CIK 0002076040

Total reported value

$225.9M

75 stks

2026-06-30

Concentration60.1

Portfolio Stability14.2

Sector conviction49.1

Chronos Wealth Management, LLC

CIK 0001801792

Total reported value

$225.4M

38 stks

2026-06-30

Concentration20.9

Sector conviction42.3

Center For Asset Management LLC

CIK 0001844878

Total reported value

$225.3M

151 stks

2026-06-30

Sector conviction61.1

CWC Advisors, LLC.

CIK 0001520683

Total reported value

$225.2M

152 stks

2026-06-30

Concentration6.8

Portfolio Stability15.8

Sector conviction70.3

CVS HEALTH Corp

CIK 0000064803

Total reported value

$225.2M

21 stks

2026-06-30

Concentration38.5

Portfolio Stability73.0

Colter Lewis Investment Partners LLC

CIK 0002107902

Total reported value

$225.0M

114 stks

2026-06-30

Concentration39.8

Sector conviction57.6

Ciovacco Capital Management LLC

CIK 0001653012

Total reported value

$224.7M

35 stks

2026-06-30

Concentration65.5

Portfolio Stability28.8

Conway Capital Management, Inc.

CIK 0002044929

Total reported value

$224.7M

39 stks

2026-06-30

Concentration36.6

Portfolio Stability19.5

Sector conviction69.8

Capstone Capital Management Ltd

CIK 0002069260

Total reported value

$223.6M

160 stks

2026-06-30

Concentration5.4

Catawba River Capital

CIK 0001843303

Total reported value

$223.5M

24 stks

2026-06-30

Concentration25.6

Portfolio Stability29.9

Cadence Wealth Management LLC

CIK 0001845250

Total reported value

$223.3M

63 stks

2026-06-30

Concentration30.9

Portfolio Stability31.5

Cohen Investment Advisors LLC

CIK 0001845081

Total reported value

$223.2M

120 stks

2026-06-30

Concentration10.0

Portfolio Stability14.3

Sector conviction39.7

Cromwell Holdings LLC

CIK 0001894712

Total reported value

$222.8M

1,589 stks

2026-06-30

Concentration5.9

Sector conviction56.2

Coign Capital Advisors LLC

CIK 0002056441

Total reported value

$222.2M

88 stks

2026-06-30

Concentration14.4

Sector conviction54.7

Columbia Trust Co 01012016

CIK 0001802291

Total reported value

$221.4M

262 stks

2023-12-31

Stale — no recent filing

Concentration7.7

Sector conviction49.5